Reletter
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DualEdge Invest

Let our unconventional view on investing inspire you. Discussing investment topics from a dual-edged point of view.

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Substack
PricingFreemiumPublishesTwice weekly
Issues142Founded2 years agoLast Issue2 months ago
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Latest Issues

Edenred: Revisited [FULL REPORT]

DualEdge Invest

Before we start: yes, we are back

We are back, ladies and gentlemen. And this time, we are not planning another mysterious disappearance act. To get back into the flow, we decided to start with an old friend: Edenred.

O...

2 months ago
12

We’re back.

We have been a little quiet here over the past few months.

Not because we lost interest.
Not because we ran out of companies to analyse.
And definitely not because markets suddenly became boring — sadly, they never grant us that mercy....

2 months ago
6
2

The Economy of Attention

The older I get, the more I see it: the rarest form of capital isn’t money — it’s attention.
Where your attention goes, your life compounds.

Attention behaves exactly like capital.
Spend it carelessly and it leaks.
Allocate it with i...

9 months ago
16

Givaudan: FULL REPORT On The Hidden Architect of Taste, Scent, and Compounding Power

A full-circle investigation into one of the most quietly powerful companies on earth.

Investors love stories that sparkle. Tech revolutions, disruptive founders, ten‑bagger dreams. But sometimes the best investments are found in places tha...

9 months ago
11
Paid

SAP - The Circle Of Competence

“You only have to be able to evaluate companies within your circle of competence. The size of that circle is not very important; knowing its boundaries, however, is vital”

- Warren Buffet -

Europe’s most valuable company isn’t LVMH or AS...

9 months ago
16
3

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  • DualEdge Invest

    Two sharp minds, one investing edge. We bring you deep dives, behavioral insights, and strategic frameworks that cut through the noise. No fluff, no hype — just rigorous, witty, and honest analysis to sharpen your investing decisions.

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